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Company name Lululemon Athletica inc.
Stock ticker LULU
Live stock price (LULU: 77.65 +0.27 +0.35%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $102.16
Target stock price (averages with growth) $105.05
Target stock price (averages with no growth) $51.11
Target stock price (manual assumptions) $101.59

The following company description is from Google Finance: http://www.google.com/finance?q=lulu

Lululemon Athletica Inc. is a designer, distributor and retailer of technical athletic apparel. The Company's segments include Company-operated stores, Direct to consumer and Other. The Company offers a line of apparel and accessories for women, men and female youth. Its apparel assortment includes items, such as pants, shorts, tops and jackets designed for healthy lifestyle activities and athletic pursuits, such as yoga, running, other sweaty pursuits and athletic wear for female youth. The Company conducts its business through two channels: Company-operated stores and direct to consumer. It operates approximately 360 Company-operated stores located in the United States, Canada, Australia, New Zealand, the United Kingdom, Singapore, Hong Kong, Germany and Puerto Rico. Its direct to consumer segment includes lululemon and ivivva e-commerce Websites, www.lululemon.com and www.ivivva.com, and other country and region specific Websites.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Lululemon Athletica inc. as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Lululemon Athletica inc. calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

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Sean O'Shaughnessey on July 29th, 2016
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Company name JPMorgan Chase & Co.
Stock ticker JPM
Live stock price (JPM: 63.97 -0.13 -0.20%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Poor
EBIT growth Good

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $56.06
Target stock price (averages with growth) $45.68
Target stock price (averages with no growth) $26.58
Target stock price (manual assumptions) $56.71

The following company description is from Google Finance: http://www.google.com/finance?q=jpm

JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services. It operates in four segments, as well as a Corporate segment. Its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking and Asset Management. The Consumer & Community Banking segment serves consumers and businesses through personal service at bank branches and through automatic teller machines, online, mobile and telephone banking. The Corporate & Investment Bank segment, comprising Banking and Markets & Investor Services, offers investment banking, market-making, prime brokerage, and treasury and securities products and services to corporations, investors, financial institutions, and government and municipal entities. The Commercial Banking segment provides financial solutions, including lending, treasury services, investment banking and asset management. The Asset Management segment comprises investment and wealth management.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in JPMorgan Chase & Co. I am removing JPMorgan from my Watch List.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of JPMorgan Chase & Co. calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

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To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 29th, 2016
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Sean O'Shaughnessey on July 28th, 2016
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Company name Helmerich & Payne, Inc.
Stock ticker HP
Live stock price (: )
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Poor
EPS growth Poor
P/E growth Good
EBIT growth Poor

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $55.64
Target stock price (averages with growth) $38.3
Target stock price (averages with no growth) $22.08
Target stock price (manual assumptions) $53.77

The following company description is from Google Finance: https://www.google.com/finance?q=NYSE%3AHP&ei=gbeaV-G7NcX-jAHBxbo4

Helmerich & Payne, Inc. is engaged in contract drilling of oil and gas wells for others. The Company operates in the contract drilling industry. The Company's contract drilling business consists of three segments: U.S. Land, Offshore and International Land. The Company is also engaged in the ownership, development and operation of commercial real estate and the research and development of rotary steerable technology. Its real estate investments are located within Tulsa, Oklahoma, and include a shopping center containing approximately 441,000 leasable square feet, multi-tenant industrial warehouse properties containing approximately one million leasable square feet and approximately 210 acres of undeveloped real estate. The Company provides drilling rigs, equipment, personnel and camps on a contract basis. The Company's subsidiaries include Helmerich & Payne International Drilling Co. and Helmerich & Payne de Venezuela, C.A.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Helmerich & Payne, Inc..

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Helmerich & Payne, Inc. calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

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Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 28th, 2016
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I regularly encourage everyone to donate to their favorite charity. I think it is the responsibility of all people to help their fellow man whenever possible. Most people reading this site live in the United States of America. As a citizen of the USA, you are very likely to be immensely more wealthy than the average person in the world. If you are reading this post, you owe it to others to help them and you owe it yourself to give part of yourself to others - you will reap the rewards.

You may remember the ALS ice bucket challenge of a few years ago. If you participated, you helped to eventually cure this disease. Congratulations! You made a difference in the real world.

Here is my video (hosted on Facebook) of my check as well as my dosing of ice water.

Here is a video on WSJ discussing this amazing breakthrough.

And here is an article describing the amazing successes that were caused by the citizens of the world doing a little bit more to help their fellow man.

It is often easy to dismiss viral charity campaigns as “slacktivism”, which lacks in real-world impact (we never did catch the warlord Joseph Kony, after all) but a breakthrough discovery bankrolled by 2014’s ALS ice bucket challenge may give the lie to that cynicism.

The ice bucket challenge was a phenomenon in the summer of 2014 in which people dunked a bucket of iced water over their heads in order to solicit donations before nominating others to do the same.

Slate wrote that “for most of the people posting ice bucket videos of themselves on Facebook, Vine, and Instagram, the charity part remains a postscript”, while Time called it “problematic in almost every way”, going on to say that “most of its participants ... didn’t mention the disease at all. The chance to jump on the latest trend was an end in itself. In fact, the challenge’s structure seems almost inherently offensive to those touched by ALS.”

But the proof of the pudding was in the eating: the campaign raised more than $100m in a 30-day period, and was able to fully fund a number of research projects.

One of these was Project MinE, a large data-driven initiative funded by the ALS Association through ice bucket challenge donations, as well as donations from the organization’s Georgia and New York chapters. The project’s researchers announced on Monday that they have identified a new gene associated with the disease, which experts say could lead to new treatment possibilities.

Amyotrophic Lateral Sclerosis, also known ALS or Lou Gehrig’s Disease, is a neurological disorder in which the motor neurons that control muscle function slowly die. The disease can be either sporadic or inherited, and in either case there is currently no cure.

“It’s very exciting because it shows everyone who contributed to the ice bucket challenge that their donation had an impact on the research,” said Brian Frederick, executive vice-president of communications and development at the ALS Association. “The work that Project MinE is doing is really important, and the discovery of this new gene will help us better understand ALS.”

 

Source: Remember the ice bucket challenge? It just funded an ALS breakthrough | Society | The Guardian

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Company name Harley-Davidson Inc
Stock ticker HOG
Live stock price (HOG: 52.92 +1.91 +3.74%)
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Good
EBIT growth Poor

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $51.03
Target stock price (averages with growth) $48.01
Target stock price (averages with no growth) $26.5
Target stock price (manual assumptions) $64.96

The following company description is from Google Finance: http://www.google.com/finance?q=hog

Harley-Davidson, Inc. is the parent company for the groups of companies doing business as Harley-Davidson Motor Company (HDMC) and Harley-Davidson Financial Services (HDFS). The Company operates in two segments: the Motorcycles & Related Products (Motorcycles) and the Financial Services. The Motorcycles segment consists of HDMC, which designs, manufactures and sells at wholesale on-road l Harley-Davidson motorcycles, as well as a line of motorcycle parts, accessories, general merchandise and related services. The Company offers its products to retail customers through a network of independent dealers. The Company operates across the world, including the Americas, Europe/Middle East/Africa (EMEA) and Asia-Pacific. The Financial Services segment consists of HDFS, which provides wholesale and retail financing and insurance, and insurance-related programs to the Harley-Davidson dealers and their retail customers. HDFS conducts business in the United States and Canada.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Harley-Davidson Inc as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.

How was this analysis of Harley-Davidson Inc calculated?

For owners of my book, "The Confident Investor" I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.

I hope that this makes you a Confident Investor.

Share

Tags:

Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury
Sean O'Shaughnessey on July 28th, 2016
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Click here to read the rest of this article

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Please read the disclaimer before using any information on this site.

To learn how to retire with enough money to live in luxury during your retirement and enjoy the good life, download the free whitepaper Retire In Luxury